Sunburst Financial Group, LLC
Sunburst Financial Group, LLC reported 134 positions worth $617.3M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: SCHB (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHB | SH | $65.6M | 10.63% | 2,266,615 | — | — | |
| ▸ 2 | FBND | SH | $54.1M | 8.77% | 1,190,025 | — | — | |
| ▸ 3 | ACIO | SH | $51.5M | 8.34% | 1,115,295 | — | — | |
| ▸ 4 | SPYG | SH | $44.1M | 7.14% | 370,318 | — | — | |
| ▸ 5 | IQLT | SH | $40.3M | 6.52% | 812,667 | — | — | |
| ▸ 6 | VCSH | SH | $36.5M | 5.92% | 462,477 | — | — | |
| ▸ 7 | AVEM | SH | $25.6M | 4.15% | 265,413 | — | — | |
| ▸ 8 | DRSK | SH | $24.0M | 3.89% | 834,456 | — | — | |
| ▸ 9 | IMCB | SH | $23.3M | 3.78% | 241,685 | — | — | |
| ▸ 10 | IWF | SH | $22.0M | 3.57% | 177,378 | — | — |
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Frequently Asked Questions
What stocks does Sunburst Financial Group, LLC hold as of Q2 2026?
Sunburst Financial Group, LLC reported 134 positions worth $617.3M in its Q2 2026 13F filing. Largest positions: SCHB (10.6%), FBND (8.8%), ACIO (8.3%), SPYG (7.1%) and IQLT (6.5%).
What did Sunburst Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sunburst Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.